Lee Burrows

Lee Burrows
Lee Burrows

Senior Investment Advisor

CFP®

Helping you fulfill your family’s needs across generations because what matters to you, matters to us

Phone

Office

(905) 704-1736

Office Location

25 Corporate Park Drive Suite 101 St. Catharines, ON L2S 3W2. map

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Directly after completing my university studies, I entered the financial services industry in 1998. Early on in my career, it was apparent I had a passion for helping families plan for their future well-being. I have a deep-seeded desire to help others succeed. I genuinely enjoy getting to know each client on an individual level, understanding their dreams and goals, so I can craft meaningful, custom wealth plans to help them achieve their aspirations for the future. As a Senior Investment Advisor at Ainslie & Burrows Private Wealth Management Group at TD Wealth Private Investment Advice, I can provide the full-service opportunities my clients deserve.

I have been with TD for over 23 years. Advising high net worth clients on their investments within a well-developed plan is my specialty and has been my focus for the last 18 years. Each client is unique, which makes every day different. I love that aspect of my job; it keeps it interesting and personal. I am truly grateful for the connections and relationships I've made throughout my career thus far and appreciate our clients' trust in our process and advice.

Credentials

  • Certified Financial Planner (CFP)® designation - considered the standard for the financial planning profession worldwide. Professionals with this designation have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan they are confident in.
  • Certificate in Retirement Strategy – a focused program on strategies for retirement planning: goals-based investing expertise, wealth conversion, tax strategies and structures, sustainable withdrawal rates and wealth protection.
  • Studied Honours Bachelor of Business Administration from Brock University
  • 23+ years of industry experience

Family & community

On the personal side, I was born in England but moved to Canada at an early age. I have lived in the Niagara Region ever since. I am so grateful for my parents and my upbringing. I watched them work extremely hard and persevere through many challenges to keep a roof over our heads.  My strong family values and work ethic were inherited from them. I am incredibly blessed to have married my best friend, and we now have a beautiful family of our own. We have four active children, 2 boys and 2 girls that bring us a tremendous amount of joy. Our children are involved in basketball, soccer, volleyball and golf. Being able to watch them grow has been priceless.

I am involved in the community in many ways, with most of the time spent coaching soccer and sponsoring youth sports. Providing sponsorship to ease the financial burden of today's sports on families is something I feel is very important in creating a culture of unity and belief. I recently made the change to coaching a girls soccer team in Niagara that participates in the Ontario Player Development League – and I am enjoying every minute.

Phone

Toll Free

(866) 834-0203

Branch Phone

(905) 704-1405

Branch Fax

(905) 682-2601

Certificates

CFP®

Languages

English

Education

Certificate in Retirement Strategy with Canadian Securities Institute

Community Involvement

Supporter at United Way

Ainslie and Burrows Private Wealth Management Group

Ainslie and Burrows Private Wealth Management Group
We will work proactively to understand your family’s needs across generations because what matters to you, matters to us. Our priority is to ensure you feel taken care of and empowered to make smart financial decisions. We want you to thrive. Let the worry fade away – managing complexities and implementing the right custom strategies is our specialty.

Our team is bonded by our strong family values, passion for our clients and complementary skill sets. With us, you’ll experience what a true team approach feels like.